Bank of Montreal’s U Power Ltd UCAR Stock Holding History

Bank of Montreal’s Portfolio UCAR Stock Details UCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15	Closed	-$923	–	4258
2024 Q1	$923	Hold	15	–	–	﹤0.01%	3814
2023 Q4	$3.08K	Hold	15	–	–	﹤0.01%	3886
2023 Q3	$145K	Sell	15 -10	-40%	-$52.3K	﹤0.01%	3181
2023 Q2	$242K	Buy	+25	New	+$161K	﹤0.01%	3100

Other funds holding UCAR

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bank of Montreal's UCAR Position: Q2 2024 in Review

Bank of Montreal sold out of U Power Ltd (UCAR) in Q2 2024, closing a stake of 15 shares — an estimated $923 sold.

Bank of Montreal first reported a position in UCAR in Q2 2023 and held it in 4 quarters. The position peaked at $242K in Q2 2023. 2 funds tracked by Wall St. Rank hold UCAR as of Q2 2024.

Bank of Montreal reported no remaining U Power Ltd position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 15 U Power Ltd shares in Q2 2024, an estimated $923.
Bank of Montreal first reported a position in U Power Ltd in Q2 2023 and held it in 4 quarters.
Bank of Montreal's U Power Ltd position peaked at $242K in Q2 2023.
2 funds tracked by Wall St. Rank held U Power Ltd as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.